See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,902 | $65,365-49.7% | $92,893-64.6% | $72,985-54.9% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 25.90% | 42.10%-16.2pp | 109.41%-83.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,594 | $2,5940% | $3,653-29.0% | $2,440+6.3% |
| Participant deferral / active EE | $4,289 | $3,128+37.1% | $4,236+1.3% | $3,607+18.9% |
| Admin fee / account holder | $4,478 | $4,251+5.3% | $5,794-22.7% | $5,124-12.6% |